Panel Types
Detailed reference for all 11 workspace panel types.
On this page (11)
Each panel type has its own configuration options accessible from the panel header's settings gear icon.
Chart panel
Renders an OHLCV chart using the same engine as the Instruments → Overview tab.
Panel-specific settings:
- Symbol — the instrument ticker
- Timeframe — 1D through MAX
- Chart type — Candlestick / Line / Area
- Active indicators — select from 7 built-in indicators
- Theme override — Light / Dark (default: inherits app theme)
News Feed panel
Shows an article feed, either for a specific instrument or a keyword topic.
Panel-specific settings:
- Mode — Instrument (by ticker) or Keyword (free-text search)
- Sort — By relevance score or by publication date
- Minimum tier — filter to Tier 1/2/all
- Sentiment filter — All / Positive / Negative
Fundamentals panel
Displays the valuation metrics panel for an instrument. Compact layout optimized for the panel grid — shows valuation multiples, key income statement metrics, and the 52-week range bar.
Intelligence Graph panel
Renders the entity knowledge graph for an instrument. Same capabilities as the Instruments → Intelligence tab, optimized for the panel viewport size.
Portfolio panel
A compact summary of your Portfolio: total value, daily P&L, and a scrollable holdings list sorted by day change. Each holding links to its instrument page.
Screener panel
An embedded mini-screener. Supports the same filters as the full Screener page, but results appear within the panel. Click a result row to update any Chart panels linked to the same broadcast channel.
Linking Screener to Chart
Assign the Screener panel and a Chart panel to the same broadcast channel. When you click a screener result, the Chart panel immediately shows that instrument's chart — enabling rapid scanning of screener hits.
Watchlist panel
Shows your active watchlist with real-time quotes. Same columns as Portfolio → Watchlists. Click any row to update linked panels on the same broadcast channel.
Economic Calendar panel
Shows the next 5–10 upcoming macro events. Compact format: event name, release time, consensus, and prior. Click an event to expand its historical chart.
Prediction Markets panel
Top 5 Polymarket events by volume with YES probability and 24h change. Compact format for the panel grid. Click an event to open the Polymarket source page.
Chat panel
Embeds the full AI chat assistant in the panel. The conversation is independent of /chat — it is a panel-specific thread. Symbol linking applies: if the panel is on a broadcast channel and the symbol changes, the panel automatically appends a context message loading that instrument.
Alerts panel
Shows the alert history for the current session: ticker, severity, trigger condition, trigger time, and current price. Useful for monitoring an active trading session alongside charts.
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